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1,721 hedge funds and large institutions have $99.9B invested in AT&T in 2015 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 667 increasing their positions, 775 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

58% more funds holding in top 10

Funds holding in top 10: 104164 (+60)

10% more capital invested

Capital invested by funds: $90.7B → $99.9B (+$9.27B)

1% more funds holding

Funds holding: 1,6961,721 (+25)

1.13% more ownership

Funds ownership: 70.85%71.98% (+1.1%)

8% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $2.27B

14% less repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 775

Holders
1,721
Holders Change
+25
Holders Change %
+1.47%
% of All Funds
46.36%
Holding in Top 10
164
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+57.69%
% of All Funds
4.42%
New
104
Increased
667
Reduced
775
Closed
62
Calls
$2.45B
Puts
$2.27B
Net Calls
+$174M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
1426
Rice Hall James & Associates
California
$410K
BIM
1427
Bridgecreek Investment Management
Oklahoma
$410K +$40.2K +1,555 +11%
TCOO
1428
Trust Company of Oklahoma
Oklahoma
$407K -$52.5K -2,032 -12%
CCM
1429
CrestPoint Capital Management
Missouri
$405K -$34.2K -1,324 -8%
DWM
1430
Dakota Wealth Management
Florida
$400K -$29.4K -1,138 -7%
AHB
1431
Abner Herrman & Brock
New Jersey
$400K +$17.1K +662 +4%
HP
1432
HT Partners
Connecticut
$398K -$31K -1,199 -7%
CWA
1433
Cypress Wealth Advisors
California
$397K +$383K +14,809 New
WA
1434
Wealth Architects
California
$396K +$74K +2,865 +24%
CFA
1435
Camarda Financial Advisors
Florida
$395K -$185K -7,146 -33%
HF
1436
Hoxton Financial
West Virginia
$392K +$52 +2 +0%
ANBT
1437
American National Bank & Trust
Texas
$389K +$4.88K +189 +1%
GAM
1438
Gemmer Asset Management
California
$388K -$26.3K -1,017 -7%
CA
1439
CapWealth Advisors
Tennessee
$386K -$95.8K -3,707 -20%
VFP
1440
Verus Financial Partners
Virginia
$385K -$7.57K -293 -2%
CHAM
1441
Clear Harbor Asset Management
Connecticut
$385K +$53.2K +2,059 +17%
FA
1442
Financial Advantage
Maryland
$384K -$172K -6,658 -32%
CSS
1443
Cubist Systematic Strategies
Connecticut
$383K -$2.86M -110,500 -89%
SGS
1444
Sterling Global Strategies
California
$382K +$24.7K +954 +7%
AWM
1445
Affinity Wealth Management
Delaware
$382K +$74.5K +2,882 +25%
BWM
1446
Baystate Wealth Management
Massachusetts
$382K +$81.6K +3,157 +28%
GT
1447
Greenleaf Trust
Michigan
$380K -$133K -5,164 -27%
BIAS
1448
Beacon Investment Advisory Services
New Jersey
$380K +$366K +14,167 New
ZCA
1449
Zeke Capital Advisors
Pennsylvania
$379K -$9.92K -384 -3%
KL
1450
Kinsight LLC
Alabama
$376K

T Hedge Fund Activity: Q2 2015 in Review

1,721 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2015, worth a combined $99.9B — up 10% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new T positions and 62 closed out — a net gain of 42 holders — while 667 added to existing stakes and 775 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $779M. The largest seller was Evercore Trust Company, cutting an estimated $411M.

  • 1,721 institutional investors held AT&T (T) as of Q2 2015, up from 1,696 in Q1 2015.
  • Funds reported $99.9B of AT&T stock for Q2 2015, up 10% quarter-over-quarter.
  • 104 funds opened new AT&T positions in Q2 2015 and 62 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q2 2015 was JP Morgan Chase, an estimated $779M added.
  • The largest AT&T seller in Q2 2015 was Evercore Trust Company, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2015.